# Dental Insurance Verification Before Appointments

Source: https://maito.app/workflows/verify-dental-coverage-before-appointments

Maito lists upcoming appointments, shows whose insurance isn't verified, assigns checks to front desk staff and records what they report back.

Every upcoming patient shows as verified or not, with the date and source, so the front desk works from a list.

[Operations](https://maito.app/workflows/team/operations) · [Healthcare practices](https://maito.app/workflows/industry/healthcare-practices) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How do you verify dental insurance before appointments?

To verify dental insurance before appointments, set a weekday Loop. Maito reads upcoming appointments and intake details from your practice system, splits them into verified and not verified, flags plan changes that void an earlier check, and assigns each check to a front desk person in Slack.

## How it's done today

The front desk checks benefits when they have a spare minute, and some patients arrive unverified.

## What Maito does

1.  List appointments in the next 3 days
2.  Mark which have verified coverage and when
3.  Assign unverified patients to staff
4.  Record the answers staff collect

## Example

Loop run: Weekdays 7:30 AM · Coverage verification list

**Maito** (7:30 AM):

14 appointments through Thursday. 9 are verified, 5 need a check.

**To verify**  
• Tue 9:00, J. Alvarez, crown prep: no check on file (assigned to Nadia)  
• Tue 1:30, M. Chen, new patient: plan ID not collected  
• Wed 10:15, R. Patel, cleaning: last verified Mar 3  
• Wed 3:00, D. Brooks, filling: plan changed Oct 1  
• Thu 8:30, S. Kim, extraction: verified Oct 2, plan unchanged

Catch: Mr. Brooks was verified on Oct 9 under the old Initech Benefits plan, but the intake form says his plan changed Oct 1. That check no longer counts.

From the schedule and intake forms in the practice system. I'll mark each as verified once the staff member writes back with the date and what the insurer said.

**Nadia** (9:05 AM):

Alvarez verified today. Plan active, crown covered at 50% per rep, call ref 88231.

**Maito** (9:06 AM):

Recorded: Alvarez verified Oct 19 by Nadia, rep said crown at 50%, ref 88231. I've put that as the insurer's statement, not an estimate. 4 left.

## How to set it up

On a schedule Verify dental coverage before appointments

Ask your agent

“Every weekday at 7:30, list appointments in the next 3 days from our practice system and show whose insurance isn't verified. Assign the unverified ones to front desk staff in #front-desk.”

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Use practice management software

-   Clio
-   Dentrix
-   Jane

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Use forms

-   Typeform
-   Tally

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can't confirm coverage itself. Benefits and patient estimates always come from the insurer through your staff.

## Questions

### Does Maito call the insurer?

No. Staff make the check. Maito records what they tell it, with the date and reference number.

### Does it state coverage or patient costs?

No. It only records what staff report.

### Which software does it work with?

Practice systems like Dentrix or Jane through a skill with a login in the Vault, plus Gmail, Microsoft 365 or Superhuman Mail.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fverify-dental-coverage-before-appointments)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)